1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BLAKELY WALTERS WEALTH MANAGEMENT

Map pinSCOTTSDALE, AZ
Phone480-776-5897
NotebookSEC #801-128098
Total AUM
$173.7M
Employees
7
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3333 N HAYDEN ROAD
SCOTTSDALE
AZ 85251
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
480-776-5897

ReceiptFinancials

Total AUM
$173.7M
Accounts
548
Discretionary
$173.7M
Accounts
548
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
261
AUM
$87.4M
HNW Individual Clients
53
AUM
$86.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account